A biotech job in Torrey Pines. A business in North Park. A military move, or income from both sides of the border. Whatever brings you here, we can help with your tax return, keep your books in order and plan for what comes next. Meet with us downtown at 600 B Street, or work with us remotely.
Get your personal or business return prepared, bring overdue books up to date, or talk through a decision before it affects your tax bill. We work with employees, business owners, military households and property investors across San Diego County.
Federal and California returns for employees, couples, investors and landlords. We bring your W-2s, stock sales, rental income and any out-of-state earnings into one review.
Individual taxPlanning for RSUs, stock options, employee stock purchases and IPOs. We review exercise dates, sale plans and withholding so you can decide with the tax cost in front of you.
IPO tax strategyReturns and planning for independent consultants, professional practices, shops, restaurants and growing companies. We review owner pay, estimated payments and whether your business structure still fits.
Business taxMonthly bookkeeping, bank reconciliations and catch-up work. Know what you earned, what you spent and which records still need attention before tax season.
BookkeepingMonthly financial reporting, cash-flow forecasts and budgeting for growing companies. Practical finance support when you need more than bookkeeping.
CFO servicesHelp responding to IRS and California FTB notices, audits and residency questions. We review the issue, gather the records and explain your next steps.
Audit helpReconcile transactions across wallets and exchanges, including sales, staking and DeFi activity. We identify missing records and prepare the tax reporting.
Crypto taxUS tax returns for people with income, accounts or business interests in Mexico and elsewhere overseas. We review residency, foreign income and account reporting, and identify where a Mexican tax adviser needs to be involved.
International taxA military move raises different questions from a stock sale. A long-term tenant needs different records from a vacation rental. Here are some of the situations we can help you work through.
Biotech & technology
Working in Torrey Pines, Sorrento Valley or UTC can mean a salary alongside RSUs, options or an employee stock purchase plan. We bring payroll, vesting and sale records together so the return reflects what actually happened.
Small business owners
A North Park shop, a Little Italy restaurant or a consultant working from home: each needs reliable books and a plan for tax. We help separate business expenses, review owner pay and work out the next estimated payment.
Military households
A posting to Naval Base San Diego, Miramar or Camp Pendleton can bring questions about state residency, a spouse's earnings or a home you still own elsewhere. We review the household together, including military and civilian income.
Rental property & ADUs
You rent out a North Park house, add an ADU or keep a San Diego property after moving away. We review rental income, expenses, improvement costs and the records needed to prepare your return.
US–Mexico income
You live in San Diego and earn income in Tijuana, or live in Baja and have US filing obligations. We start with where you live, where you work and what you own, then review the US return and foreign reporting requirements.
Healthcare & consulting
Hospital shifts, locum work or consulting can leave you with both W-2 and 1099 income. We pull the records together, review business expenses and plan payments around income that arrives without tax withheld.
DIMOV TAX REVIEWS
"Great communication, very detailed work"
Ryan's review covers two LLCs and multiple stock sales.
"They made the process as painless as possible."
Molly needed help with employment, self-employment and rental income.
"always on time, affordable, informative"
Megan describes working with the team since 2019, including multistate and international finances.
"incredibly responsive and knowledgeable"
Maxwell's review discusses support with both personal taxes and a new company.
Short excerpts from client reviews featured on our Dimov Tax reviews page.
An option exercise, a company acquisition or shares sold for a home deposit can change your tax bill. We review grant dates, vesting, withholding and sales together, including any work you did outside California.
Part of an equity award may remain taxable in California after you move, depending on where you worked during the relevant period. We check the award dates and your work history. California equity guidance.
We compare brokerage statements with payroll and equity records, checking the proceeds and cost basis before the sale goes on your return.
A large vest or bonus can change your annual tax bill. We review what has already been withheld and whether additional payments may be needed.
Your federal and California returns do not cover every local obligation. These City of San Diego requirements deserve a separate check, especially when you start a business or rent out a property.
Businesses operating within the City of San Diego generally need a Business Tax Certificate, including self-employed people and independent contractors. A home office does not automatically put you outside the rules.
We help you identify the registration and renewal questions to address alongside your business return.
City business tax requirements →Renting a San Diego property for stays of less than one month brings Transient Occupancy Tax requirements into the picture. Short-Term Residential Occupancy licensing is a separate requirement.
We review rental records and city tax reporting. Check the city's licensing requirements before accepting bookings.
City lodging tax guidance →The City of San Diego imposes an annual Rental Unit Business Tax on residential rental activity. Reporting rent on your income tax return does not replace that local requirement.
Tell us if you have started renting out a house, condo or ADU, or changed how an existing property is used.
City rental tax requirements →A business in Chula Vista, Carlsbad or an unincorporated part of the county needs its own local review. Do not assume the City of San Diego's registrations cover your location.
Start with the property or business address, the activity and where you operate. We can then identify the tax questions that need attention.
Tell us what changed this year. A new job, a stock sale, a marriage or a move can change what we need to prepare your return.
It helps us understand your filing history and identify information to follow up on.
Include your W-2s, 1099s, brokerage statements and equity transaction reports, plus business or rental records where relevant.
Let us know about letters from the IRS, California FTB or San Diego, especially anything with a response deadline.
Military tax preparation
For service members and spouses, where you are stationed and where you are domiciled can be different. Military pay, a spouse's civilian earnings and rental income may need separate treatment. We review your orders, residency information and income before deciding which returns are needed.
California military tax guidance →Our team includes CPAs and Enrolled Agents who work on individual returns, business taxes and tax planning. Tell us what you need help with when you get in touch.
Visit us at 600 B Street downtown, or arrange to work with us remotely. We help clients throughout San Diego County and the wider region.
Living in Baja with US income or other US tax obligations? Ask about remote support for your US return. If you need a Mexican return as well, we can discuss the information to coordinate with your Mexican tax adviser.
Open 9am to 5pm, Monday to Friday
Call (866) 681-2140Call to arrange an appointment at our B Street office or ask about working remotely. We'll confirm the next steps and which documents you need.
A return to file, a business to keep on top of, or a tax question you have been putting off? Tell us what you need. We will explain the next steps and which records to send.
